Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
CLIFTON B & ANNE S BATCHELDER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)409 SOUTH 17TH STREET SUITE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OMAHA, NE68102
A Employer identification number

20-1162883
B Telephone number (see instructions)

(402) 393-1850
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,311,456J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 92,289 92,289  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 155,147
b Gross sales price for all assets on line 6a 880,220
7 Capital gain net income (from Part IV, line 2)... 155,147
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 247,436 247,436  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 23,679 21,311 0 2,368
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 57,032 51,329   5,703
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,962 13,465   1,497
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 69 62   7
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,742 86,167 0 9,575
25 Contributions, gifts, grants paid....... 240,000 240,000
26 Total expenses and disbursements. Add lines 24 and 25 335,742 86,167 0 249,575
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -88,306
b Net investment income (if negative, enter -0-) 161,269
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 407,527 170,542 170,542
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,008,500 Click to see attachment2,204,909 2,454,865
c Investments—corporate bonds (attach schedule)....... 1,680,463 Click to see attachment1,539,044 1,508,254
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,649 Click to see attachment195,397 177,795
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,197,139 4,109,892 4,311,456
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment96 Click to see attachment1,157
23 Total liabilities (add lines 17 through 22)......... 96 1,157
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,197,043 4,108,735
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 4,197,043 4,108,735
31 Total liabilities and net assets/fund balances (see instructions). 4,197,139 4,109,892
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,197,043
2
Enter amount from Part I, line 27a .....................
2
-88,306
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,108,737
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,108,735
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3. AFFILIATED MANAGERS GROUP INC COM   2016-06-15 2018-03-22
b 8. AIR PRODS & CHEMS INC   2016-09-27 2018-03-22
c 2. ALPHABET INC CAP STK CL A   2016-03-31 2018-03-22
d 10. AMERICAN CAMPUS CMNTYS INC COM   2016-11-28 2018-03-22
e 25000. AMER HONDA FIN CORP MTN BE144A FR 1.60% DTD 02/19/2013 DUE 02/1   2013-11-05 2018-02-16
20000. ANHEUSER BUSCH INBEV FIN INC SR GLBL 3.30% DTD 01/25/2016 DUE 0   2017-05-10 2018-05-10
20000. ANHEUSER-BUSCH INBEV FIN INC GTD NT 3.65% DTD 01/25/2016 DUE 02   2018-05-10 2018-11-13
9. APPLE COMPUTER INCORPORATED   2012-12-11 2018-03-22
41. APPLE COMPUTER INCORPORATED   2013-08-15 2018-11-19
2. BLACKROCK INC COM   2011-09-22 2018-03-22
2. BOOKING HLDGS INC COM   2015-08-24 2018-03-12
62. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-14 2018-03-15
7. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-14 2018-03-22
39. BROADRIDGE FINL SOLUTIONS INC COM   2017-03-14 2018-03-28
66. BROADRIDGE FINL SOLUTIONS INC COM   2017-06-14 2018-08-21
20000. BURLINGTON NORTHN SANTA FE LLC DEB 3.75% DTD 03/07/2014 DUE 04/   2014-06-18 2018-06-06
6. CARNIVAL CORP PAIRED CTF   2016-02-08 2018-03-22
266. CARNIVAL CORP PAIRED CTF   2016-02-08 2018-07-26
18. CHEVRONTEXACO CORP   2011-09-22 2018-03-22
31. CISCO SYS INC   2016-06-01 2018-03-22
15000. CITIGROUP INC NT 2.55% DTD 04/08/2014 DUE 04/08/2019   2014-04-01 2018-02-16
14. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-01-23 2018-03-22
31. COMCAST CORP CL A   2006-05-05 2018-03-22
10000. COMCAST CORP NEW SR GLBL 3.30% DTD 01/10/2017 DUE 02/01/2027   2017-01-27 2018-05-09
20000. CONOCOPHILLIPS CO SR GLBL NT 2.875% DTD 11/12/2014 DUE 11/15/20   2014-11-19 2018-01-22
51. COSTCO WHSL CORP NEW   2016-04-26 2018-01-23
6. COSTCO WHSL CORP NEW   2017-03-14 2018-03-22
26. COSTCO WHSL CORP NEW   2017-03-14 2018-03-28
20. COSTCO WHSL CORP NEW   2017-06-16 2018-07-26
14. COSTCO WHSL CORP NEW   2016-04-26 2018-08-21
22. COSTCO WHSL CORP NEW   2017-09-15 2018-12-11
68. DANONE SPONSORED ADR   2017-03-23 2018-03-22
13. DENTSPLY SIRONA INC COM   2012-10-12 2018-03-22
466. DENTSPLY SIRONA INC COM   2012-10-12 2018-09-07
13. DOLLAR GEN CORP NEW COM   2016-02-24 2018-03-22
10. EOG RES INC   2014-09-19 2018-03-22
50. EOG RES INC   2014-09-19 2018-06-26
17. EXXON MOBIL CORP COM   2004-01-26 2018-03-22
4. FACEBOOK INC CL A   2017-04-07 2018-03-22
6. FORTUNE BRANDS HOME & SEC INC COM   2018-01-23 2018-03-22
618.86 HELIOS LEASING I LLC SECD NT 2.018% DTD 06/19/2012 DUE 05/29/20   2012-06-12 2018-02-28
621.96 HELIOS LEASING I LLC SECD NT 2.018% DTD 06/19/2012 DUE 05/29/20   2012-06-12 2018-05-31
625.07 HELIOS LEASING I LLC SECD NT 2.018% DTD 06/19/2012 DUE 05/29/20   2012-06-12 2018-08-31
628.19 HELIOS LEASING I LLC SECD NT 2.018% DTD 06/19/2012 DUE 05/29/20   2012-06-12 2018-11-29
424.48 HELIOS LEASING II LLC SINK NT 2.668% DTD 01/30/2014 DUE 03/18/2   2014-01-27 2018-03-18
427.46 HELIOS LEASING II LLC SINK NT 2.668% DTD 01/30/2014 DUE 03/18/2   2014-01-27 2018-06-18
430.45 HELIOS LEASING II LLC SINK NT 2.668% DTD 01/30/2014 DUE 03/18/2   2014-01-27 2018-09-18
433.46 HELIOS LEASING II LLC SINK NT 2.668% DTD 01/30/2014 DUE 03/18/2   2014-01-27 2018-12-18
16. INTERCONTINENTAL EXCHANGE, INC. COM   2014-08-15 2018-03-22
33. J P MORGAN CHASE & CO   2004-01-20 2018-03-22
5. JOHNSON & JOHNSON COM   2017-09-15 2018-03-22
2. JONES LANG LASALLE INC COM   2017-01-27 2018-03-22
5. KRAFT HEINZ CO COM   2015-11-12 2018-03-22
89. KRAFT HEINZ CO COM   2018-01-23 2018-07-26
191. KRAFT HEINZ CO COM   2015-11-12 2018-07-26
148. LKQ CORP COM   2016-11-15 2018-01-23
23. LKQ CORP COM   2016-11-15 2018-03-22
506.329 LAZARD INTERNATIONAL EQUITY INST #632   2016-09-15 2018-01-03
2643.432 LAZARD INTERNATIONAL EQUITY INST #632   2016-09-15 2018-09-07
10000. LINCOLN NEB ARPT AUTH AIRPORT BDS 2013C TAXABLE 2.833% DTD 07/1   2013-11-18 2018-07-01
2. M & T BK CORP COM   2013-10-04 2018-03-22
2. MARKEL CORP COM   2013-11-01 2018-03-22
55. MICROSOFT CORP   2011-09-22 2018-03-22
10. MICROCHIP TECHNOLOGY INC   2015-02-19 2018-03-22
9. NESTLE SA ADR COM   2016-12-09 2018-03-22
3952.84 NEW VALLEY GEN V SER 2003 2 CL NOTES 4.929% DTD 09/26/2003 DUE   2012-10-31 2018-01-15
12. NEXTERA ENERGY INC COM   2015-10-05 2018-03-22
9. NOVARTIS AG SPONSORED ADR   2011-09-22 2018-03-22
12. PEPSICO INC COM   2011-09-22 2018-03-22
39. PEPSICO INC COM   2011-09-22 2018-07-26
25000. PEPSICO INC SR NT 2.85% DTD 02/24/2016 DUE 02/24/2026   2016-02-19 2018-12-07
15. PERKINELMER INC   2014-12-19 2018-03-22
23. PFIZER INC.   2017-02-14 2018-03-22
95.483 PGIM GLOBAL REAL ESTATE FUND CLASS R6 #1089   2011-11-23 2018-01-25
1210.44 PGIM GLOBAL REAL ESTATE FUND CLASS R6 #1089   2011-11-23 2018-09-07
10000. QUALCOMM INC SR NT 3.45% DTD 05/20/2015 DUE 05/20/2025   2015-05-13 2018-05-30
22. QUANTA SERVICES INC COM   2018-01-23 2018-03-22
437. ROSS STORES INC COM   2017-10-25 2018-03-02
9. SCHLUMBERGER LTD. COM   2011-09-22 2018-03-22
20. SCHLUMBERGER LTD. COM   2017-06-02 2018-12-11
230. SCHLUMBERGER LTD. COM   2011-09-22 2018-12-11
10000. SCHWAB CHARLES CORP NEW SR GLBL 3.20% DTD 12/07/2017 DUE 01/25/   2018-05-09 2018-06-19
4. SNAP-ON TOOLS   2017-02-14 2018-03-22
6. TJX COS INC NEW   2018-03-02 2018-03-22
116. TJX COS INC NEW   2018-03-02 2018-11-19
63. TEXAS INSTRS INC   2011-09-22 2018-01-23
6. TEXAS INSTRS INC   2011-09-22 2018-03-22
27. 3M CO   2006-02-07 2018-01-23
3. 3M CO   2006-02-07 2018-03-22
62. TOTAL SYS SVCS INC COM   2016-12-14 2018-01-23
4. TOTAL SYS SVCS INC COM   2016-12-14 2018-03-22
43. TOTAL SYS SVCS INC COM   2016-12-14 2018-03-28
12. TRAVELERS COS INC COM   2011-09-27 2018-03-22
126. TRAVELERS COS INC COM   2011-09-27 2018-09-07
882.116 TRIBUTARY GROWTH OPPORTUNITIES FUND IP #1700   2011-11-23 2018-09-07
955.419 TRIBUTARY SMALL COMPANY FUND INST PLUS #1705   2017-12-07 2018-09-07
71. U.S. BANCORP COM   2011-09-22 2018-03-22
6. UNILEVER PLC SPONSORED ADR NEW   2017-09-15 2018-03-22
12. UNITED PARCEL SERVICE INC CL B-COM   2016-04-26 2018-03-22
20000. US TREASURY NOTE 2.00% DTD 02/28/2014 DUE 08/28/2021   2016-03-31 2018-11-19
100000. US TREASURY NOTE 1.25% DTD 01/31/2012 DUE 01/31/2019   2017-02-10 2018-11-19
20000. US TREASURY NOTE 1.625% DTD 11/15/2012 DUE 11/15/2022   2016-06-13 2018-06-20
10000. US TREASURY NOTE 1.625% DTD 11/15/2012 DUE 11/15/2022   2018-01-18 2018-11-19
5000. US TREASURY NOTE 2.125% DTD 05/15/2015 DUE 05/15/2025   2016-09-02 2018-05-10
30. UNITED TECHNOLOGIES CORP COM   2015-05-07 2018-03-22
47. UNITED TECHNOLOGIES CORP COM   2015-05-07 2018-06-26
62. VERIZON COMMUNICATIONS COM   2014-08-07 2018-03-22
9. WELLS FARGO & COMPANY (NEW) COM   2016-05-27 2018-03-22
20000. WELLS FARGO CO MTN FR 3.45% DTD 02/13/2013 DUE 02/13/2023   2013-02-06 2018-03-15
29. XCEL ENERGY INC COM   2013-05-31 2018-03-22
5. ALLERGAN PLC SHS   2016-04-08 2018-03-22
23. AON PLC SHS CL A   2012-06-26 2018-03-22
25. ACCENTURE PLC CLASS A ORDINARY SHARES   2015-03-18 2018-01-23
5. ACCENTURE PLC CLASS A ORDINARY SHARES   2014-06-20 2018-03-22
8. EATON CORP PLC SHS   2018-03-12 2018-03-22
372. JOHNSON CTLS INTL PLC SHS   2017-01-27 2018-03-12
109. JOHNSON CTLS INTL PLC SHS   2017-06-02 2018-03-12
9. MEDTRONIC PLC SHS   2015-01-26 2018-03-22
82. MEDTRONIC PLC SHS   2015-01-26 2018-03-28
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 556   468 88
b 1,295   1,089 206
c 2,112   1,523 589
d 368   466 -98
e 25,000   24,964 36
19,819   20,413 -594
18,959   19,656 -697
1,535   694 841
7,653   3,003 4,650
1,087   287 800
4,424   2,379 2,045
6,637   4,264 2,373
752   481 271
4,172   2,682 1,490
8,765   4,683 4,082
20,161   20,489 -328
399   252 147
15,362   10,590 4,772
2,054   1,603 451
1,349   899 450
14,993   14,977 16
1,138   1,099 39
1,037   315 722
9,389   9,836 -447
20,481   20,003 478
9,868   7,782 2,086
1,100   988 112
4,761   4,148 613
4,437   3,364 1,073
3,206   2,136 1,070
4,968   3,569 1,399
1,083   947 136
689   487 202
17,938   17,472 466
1,198   961 237
1,047   1,046 1
5,981   5,230 751
1,255   700 555
660   565 95
361   436 -75
619   619  
622   622  
625   625  
628   628  
424   424  
427   427  
430   430  
433   433  
1,154   463 691
3,649   1,269 2,380
641   673 -32
351   204 147
305   355 -50
5,376   7,166 -1,790
11,538   13,544 -2,006
6,373   4,864 1,509
879   756 123
10,051   8,532 1,519
49,036   44,542 4,494
10,000   10,000  
369   224 145
2,330   1,065 1,265
4,973   1,367 3,606
973   483 490
699   629 70
3,953   4,622 -669
1,947   1,201 746
721   484 237
1,303   728 575
4,495   2,365 2,130
23,721   24,981 -1,260
1,135   656 479
821   751 70
2,317   1,565 752
29,232   19,839 9,393
9,672   9,964 -292
759   856 -97
33,933   26,933 7,000
592   547 45
814   1,373 -559
9,357   13,975 -4,618
9,558   9,479 79
597   691 -94
487   501 -14
5,684   4,841 843
7,502   1,703 5,799
630   156 474
6,636   1,909 4,727
677   212 465
5,177   3,071 2,106
351   198 153
3,677   2,130 1,547
1,662   601 1,061
16,425   6,310 10,115
16,390   11,161 5,229
30,172   28,844 1,328
3,615   1,602 2,013
316   354 -38
1,262   1,272 -10
19,647   20,229 -582
99,773   100,023 -250
19,035   20,224 -1,189
9,536   9,710 -174
4,741   5,186 -445
3,753   3,484 269
5,911   5,316 595
2,920   2,989 -69
474   456 18
19,777   19,988 -211
1,295   843 452
816   1,183 -367
3,233   1,050 2,183
4,022   2,116 1,906
753   415 338
640   653 -13
14,353   16,473 -2,120
4,206   4,624 -418
707   687 20
6,451   6,259 192
      61,633
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       88
b       206
c       589
d       -98
e       36
      -594
      -697
      841
      4,650
      800
      2,045
      2,373
      271
      1,490
      4,082
      -328
      147
      4,772
      451
      450
      16
      39
      722
      -447
      478
      2,086
      112
      613
      1,073
      1,070
      1,399
      136
      202
      466
      237
      1
      751
      555
      95
      -75
       
       
       
       
       
       
       
       
      691
      2,380
      -32
      147
      -50
      -1,790
      -2,006
      1,509
      123
      1,519
      4,494
       
      145
      1,265
      3,606
      490
      70
      -669
      746
      237
      575
      2,130
      -1,260
      479
      70
      752
      9,393
      -292
      -97
      7,000
      45
      -559
      -4,618
      79
      -94
      -14
      843
      5,799
      474
      4,727
      465
      2,106
      153
      1,547
      1,061
      10,115
      5,229
      1,328
      2,013
      -38
      -10
      -582
      -250
      -1,189
      -174
      -445
      269
      595
      -69
      18
      -211
      452
      -367
      2,183
      1,906
      338
      -13
      -2,120
      -418
      20
      192
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 155,147
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 246,641 4,815,127 0.051222
2016 244,069 4,676,524 0.05219
2015 269,772 4,866,759 0.055432
2014 262,428 4,955,031 0.052962
2013 243,169 4,769,704 0.050982
2
Total of line 1, column (d) .....................
2
0.262788
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.052558
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,760,698
5
Multiply line 4 by line 3......................
5
250,213
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,613
7
Add lines 5 and 6........................
7
251,826
8
Enter qualifying distributions from Part XII, line 4,.............
8
249,575
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,225
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,225
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,225
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 7,808
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,808
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,583
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,614 RefundedBullet 11 2,969
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNE
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFIRST NATIONAL BANK OF OMAHA Telephone no.bullet (402) 602-8920

    Located atbullet1620 DODGE ST STOP 8125OMAHANE ZIP+4bullet681978125
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    EDWARD BATCHELDER DIRECTOR
    1     		0    
    9808 FIELDCREST DR
    OMAHA,NE68114
    ANNE BATCHELDER PRATT DIRECTOR
    1     		0    
    524 SOUTH 118TH ST
    OMAHA,NE68154
    MARY BATCHELDER BEQUETTE DIRECTOR
    1     		0    
    13519 COUNTY ROAD 38
    KENNARD,NE68034
    LUCIA BATCHELDER PAMP DIRECTOR
    1     		0    
    1070 HIGH LAKE VIEW
    COLORADO SPRINGS,CO80906
    JOHN K BOYER SECRETARY
    1     		0    
    409 S 17TH ST
    OMAHA,NE68102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,833,167
    b
    Average of monthly cash balances.......................
    1b
    29
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,833,196
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,833,196
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    72,498
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,760,698
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    238,035
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    238,035
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,225
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,225
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    234,810
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    234,810
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    234,810
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    249,575
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    249,575
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    249,575
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 234,810
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 8,476
    b From 2014...... 20,554
    c From 2015...... 31,914
    d From 2016...... 15,699
    e From 2017...... 13,690
    fTotal of lines 3a through e........ 90,333
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 249,575
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 234,810
    e Remaining amount distributed out of corpus 14,765
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 105,098
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		8,476
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		96,622
    10 Analysis of line 9:
    a Excess from 2014.... 20,554
    b Excess from 2015.... 31,914
    c Excess from 2016.... 15,699
    d Excess from 2017.... 13,690
    e Excess from 2018.... 14,765
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BELLEVUE UNIVERSITY
    1000 GALVIN ROAD SOUTH
    BELLEVUE,NE68005     		NONE   UNRESTRICED GRANT 15,000
    BROWNELL TALBOT SCHOOL
    400 N HAPPY HOLLOW BLVD
    OMAHA,NE68132     		NONE   UNRESTRICTED GRANT 7,000
    MADISON EDUCATION FOUNDATION
    PO BOX 1093
    MADISON,NJ07940     		NONE   UNRESTRICTED GRANT 4,000
    SIENNA FRANCES HOUSE
    1702 NICHOLAS ST
    OMAHA,NE68101     		NONE   UNRESTRICTED GRANT 7,000
    PHOENIX CHILDREN'S HOSPITAL
    1919 EAST THOMAS ROAD
    PHOENIX,AZ85016     		NONE   UNRESTRICTED GRANT 3,000
    MAGDALENE OMAHA
    PO BOX 3432
    OMAHA,NE68103     		NONE   UNRESTRICTED GRANT 15,000
    BOYS & GIRLS CLUBS OF THE MIDLANDS
    2610 HAMILTON ST
    OMAHA,NE68131     		NONE   UNRESTRICTED GRANT 10,000
    SAVING GRACE PERISHABLE FOOD RESCUE
    4611 S 96TH STREET 112
    OMAHA,NE68127     		NONE   UNRESTRICTED GRANT 5,000
    MIDDLEBURY COLLEGE
    700 EXCHANGE STREET
    MIDDLEBURY,VT05753     		NONE   UNRESTRICTED GRANT 12,000
    WOUNDED WARRIOR PROJECT
    NATIONAL PROCESSING CENTER
    TOPEKA,KS66675     		NONE   UNRESTRICTED GRANT 4,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK ST SE SUITE 500
    MINNEAPOLIS,MN554552010     		NONE   UNRESTRICTED GRANT 15,000
    HUMANE SOCIETY OF THE PIKES PEAK REGION
    610 ABBOT LANE
    COLORADO SPRINGS,CO80905     		NONE   UNRESTRICTED GRANT 4,000
    SILVER KEY SENIOR SERVICES
    2250 BOLT AVENUE
    COLORADO SPRINGS,CO80904     		NONE   UNRESTRICTED GRANT 4,000
    THE FOLDS OF HONOR FOUNDATION
    5800 N PATRIOT DRIVE
    OWASSO,OK74055     		NONE   UNRESTRICTED GRANT 4,000
    INSTITUTE FOR HOLOCAUST EDUCATION
    333 SOUTH 132ND STREET
    OMAHA,NE68154     		NONE   UNRESTRICTED GRANT 4,000
    NEW HOPE COMMUNITY CHURCH
    233 NORTH MAIN STREET
    SPRINGVIEW,NE68778     		NONE   UNRESTRICTED GRANT 10,000
    PROJECT PINK'D INC
    4089 S 84TH ST 108
    OMAHA,NE68127     		NONE   UNRESTRICTED GRANT 5,000
    KIDS CAN COMMUNITY CENTER
    4860 Q STREET
    OMAHA,NE68117     		NONE   UNRESTRICTED GRANT 2,000
    THE ELIZABETH DOLE FOUNDATION
    600 NEW HAMPSHIRE AVE NW STE 1020
    WASHINGTON,DC20037     		NONE   UNRESTRICTED GRANT 3,000
    PALM SPRINGS AIR MUSEUM INC
    745 N GENE AUTRY TRAIL
    PALM SPRINGS,CA922625464     		NONE   UNRESTRICTED GRANT 5,000
    HEARTLAND FAMILY SERVICE
    2101 S 42ND ST
    OMAHA,NE68105     		NONE   UNRESTRICTED GRANT 5,000
    ANGELS AMONG US
    11918 POPPLETON PLZ STE 2
    OMAHA,NE68144     		NONE   UNRESTRICTED GRANT 12,000
    VETS HELPING HEROES
    PO BOX 540723
    GREENACRES,FL33454     		NONE   UNRESTRICTED GRANT 5,000
    SALVATION ARMY
    3612 CUMING ST
    OMAHA,NE681311900     		NONE   UNRESTRICTED GRANT 2,000
    OMAHA PUBLIC LIBRARY FOUNDATION
    215 S 15TH ST
    OMAHA,NE68102     		NONE   UNRESTRICTED GRANT 5,000
    HEARTLAND EQUINE THERAPEUTIC
    RIDING ACADEMY
    29430 IDA ST
    VALLEY,NE68064     		NONE   UNRESTRICTED GRANT 10,000
    UNIVERSITY OF NEBRASKA AT OMAHA
    6001 DODGE STREET
    OMAHA,NE681820002     		NONE   UNRESTRICTED GRANT 5,000
    AMERICAN RED CROSS-HEARTLAND CHAPTER
    2912 SOUTH 80TH AVENUE
    OMAHA,NE68124     		NONE   UNRESTRICTED GRANT 3,500
    NEBRASKA HUMANE SOCIETY
    8929 FORT STREET
    OMAHA,NE68134     		NONE   UNRESTRICTED GRANT 12,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE68508     		NONE   UNRESTRICTED GRANT 10,000
    JOSLYN ART MUSEUM
    2200 DODGE ST
    OMAHA,NE681021292     		NONE   UNRESTRICTED GRANT 5,000
    MADONNA SCHOOL
    6402 N 71 PLAZA
    OMAHA,NE68104     		NONE   UNRESTRICTED GRANT 5,000
    DURHAM MUSEUM
    801 SOUTH 10TH STREET
    OMAHA,NE68108     		NONE   UNRESTRICTED GRANT 7,000
    FOOD BANK FOR THE HEARTLAND
    10525 J STREET
    OMAHA,NE68127     		NONE   UNRESTRICTED GRANT 8,000
    CHRISTIAN URBAN EDUCATION SERVICES
    2207 WIRT ST
    OMAHA,NE681102055     		NONE   UNRESTRICTED GRANT 5,000
    OMAHA SYMPHONY
    1605 HOWARD ST
    OMAHA,NE681022705     		NONE   UNRESTRICTED GRANT 2,500
    Total .................................bullet 3a 240,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 92,289  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 155,147  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   247,436  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    247,436
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITES 1,539,044 1,508,254

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 2,204,909 2,454,865

    TY 2018 InvestmentsOtherSchedule2
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS AT COST 195,000 177,398
    PENDING WASH SALE ADJUSTMENTS      
    PENDING RIC INCOME AT COST 332 332
    O/S ACCRUED INTEREST PAID AT COST 65 65

    TY 2018 LegalFeesSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 23,679 21,311   2,368


    TY 2018 OtherDecreasesSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Description Amount
    ROUNDING 2


    TY 2018 OtherExpensesSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 69 62   7


    TY 2018 OtherLiabilitiesSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER ROC ADJUSTMENTS 96 440
    PENDING LOSS ON SALE OF SECURITIES   717


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 750 675   75
    INVESTMNT MNGMNT FEES (NON-DED 56,282 50,654   5,628


    TY 2018 TaxesSchedule
    Name:
    CLIFTON B & ANNE S BATCHELDER FOUNDATION
    EIN:
    20-1162883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 668 601   67
    FEDERAL TAX PAYMENT - PRIOR YE 5,077 4,569   508
    FEDERAL ESTIMATES - PRINCIPAL 7,808 7,027   781
    FOREIGN TAXES ON QUALIFIED FOR 1,409 1,268   141